Need help with a claim involving The Financial Planning Practice Ltd

If you’re worried about losses from a transaction involving The Financial Planning Practice Ltd and are considering compensation, our experts can help. We’ll review your case thoroughly to determine what happened, who’s responsible, and how much you could potentially recover.

No win, no fee

If you don’t get paid, then you pay nothing. If you get paid, we take a pre-agreed percentage based on how much money you receive for your peace of mind.

THE FINANCIAL PLANNING PRACTICE LTD

Why can you claim for compensation or redress against The Financial Planning Practice Ltd?

The Financial Services Compensation Scheme has declared The Financial Planning Practice Ltd (FRN: 223388) as failed as of 11th August 2023.

This firm is no longer trading, so you may be able to make a claim against it.

Background

Companies House show the Company was incorporated on 26/02/2003.

According to the FCA Register the company has not been authorised since 23/06/2023.

This company is associated with claims regarding the British Steel Pension Scheme

Who was involved?

The following is a list of individuals who are currently or were previously involved in regulated activities at The Financial Planning Practice Ltd

Julia Constable

Paul Morris

Susan Jones

Geraint Jones

How can we help?

We have helped thousands of customers on a no-win no-fee basis get the compensation and justice they deserve when making claim against regulated companies like The Financial Planning Practice Ltd

How does it work?

The first step is a free no-obligation consultation, you can learn more about services on our making a claim page.

Once we have assessed your claim, if we believe you are due compensation then we will help you build the best possible complaint by launching a full investigation, gathering evidenced from all the relevant parties to package your claim and submit to the Financial Services Compensation Scheme. We will argue your case to ensure you receive the maximum amount of compensation available to you.

Seek Claim Advice Today

We offer an expert pension consulting service. One of our experts will be able to talk through your options and tell you what the best option for you is. If you do decide to use our services, then know that our fees are very reasonable. However, you need to act fast as there may be time-barring restrictions in place.

Call us now for a phone or video consultation with one of our legal experts on 0800 041 8358 to find out if you are entitled to compensation, you may even be entitled to additional compensation if you have successfully claimed in the past.

NB: Information for this page was gathered on 23/04/2024 from the following sources, FSCS Website, FCA Register, Companies House Register and is to our knowledge accurate as of that date.

Company background (public record)

The company was incorporated at Companies House on 26 February 2003 under company number 04678278. Its status at Companies House is recorded as dissolved.

Registered office: 3rd Floor 37 Frederick Place, Brighton, Sussex, BN1 4EA.

Nature of business (SIC): 66110.

Company timeline (public record)

Key dated events for this firm, drawn from public records. Each entry shows its source.

Date Event Source
26 Feb 2003 Company incorporated Companies House
26 Feb 2003 Julia Dawn Constable appointed director Companies House
26 Feb 2003 Geraint Vincent Jones appointed secretary Companies House
26 Feb 2003 @ukplc Client Secretary Ltd appointed corporate-nominee-secretary Companies House
26 Feb 2003 @ukplc Client Secretary Ltd resigned as corporate-nominee-secretary Companies House
26 Feb 2003 @ukplc Client Director Ltd appointed corporate-nominee-director Companies House
26 Feb 2003 @ukplc Client Director Ltd resigned as corporate-nominee-director Companies House
31 Jul 2003 Julia Dawn Constable approved by the FCA at the firm FCA Register
29 Dec 2003 Geraint Vincent Jones approved by the FCA at the firm FCA Register
20 Sep 2010 Paul Roy Morris approved by the FCA at the firm FCA Register
22 Jan 2013 Susan Mary Jones approved by the FCA at the firm FCA Register
12 Mar 2018 Geraint Vincent Jones resigned as secretary Companies House
07 Oct 2022 Company winding-up petition (compulsory liquidation) Companies House
13 Dec 2022 Company wound up (compulsory liquidation) Companies House
23 Jun 2023 FCA status recorded as: No longer authorised FCA Register
11 Aug 2023 Declared in default by the FSCS FSCS
05 Jan 2026 Company winding-up concluded (compulsory liquidation) Companies House
18 Jun 2026 Company dissolved Companies House
18 Jun 2026 Company due to be dissolved (compulsory liquidation) Companies House

Who was involved?

The following individuals are listed on public records in connection with the firm. These are matters of public record only and their inclusion does not imply any wrongdoing by any named person.

  • Julia Dawn Constable. Listed on the FCA Register as having held CPD21 – Advising or arranging equity release transactions (from), CPD20 – Advising or arranging regulated mortgage contracts (from), CPD7 – Personal recommendation on long-term care insurance (from), CPD6 – Personal recommendation on Friendly Soc tax-exempt policies(not Holloway) (from) at the firm.
  • Paul Roy Morris. Listed on the FCA Register as having held CF30 Customer (20/09/2010 to 05/07/2016) at the firm.
  • Susan Mary Jones. Listed on the FCA Register as having held CF30 Customer (22/01/2013 to 30/12/2016) at the firm.
  • Geraint Vincent Jones. Listed on the FCA Register as having held CF30 Customer (01/11/2007 to 20/12/2012), CF21 Investment Adviser (29/12/2003 to 31/10/2007) at the firm.
  • @ukplc Client Secretary Ltd. Listed at Companies House as corporate-nominee-secretary (appointed 2003-02-26, resigned 2003-02-26).
  • @ukplc Client Director Ltd. Listed at Companies House as corporate-nominee-director (appointed 2003-02-26, resigned 2003-02-26).


Review page sources: FCA Register (FRN 223388) · Companies House (04678278) · FSCS. Public records, provided for transparency.

When it comes to Claims,
we won’t waste your time or ours.

This is why we have a 82%* success rate on submitted claims in similar circumstances to The Financial Planning Practice Ltd

*82% success rate is an accurate figure based on pension and investment related claims submitted and concluded between 1st December 2020 to 1st August 2024.

Latest FSCS Update

Our team is currently working to obtain the latest update on this company. Please check back later for further information.

If you believe you may have been affected, please book a free consultation with our team. We will carry out all the investigative work on your behalf. If your claim is not successful, you will not pay a penny. You can call us during office hours or email hello@claimmyloss.co.uk – we are here to help.

Our Process for Making a Mis-sold Claim

Initial Consultation

Start a free consultation to understand your situation and help you decide on the best course of action.

Collect & Review Agreements

We”ll collect and review your documentation of the advice given, pension transfer details, and evidence of any financial losses.

Submit a Claim

We will formally submit your claim to the relevant parties, clearly outlining why you’re entitled to compensation.

How much is your financial adviser claim worth?

Use our Claim Calculator 

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